Melvin Tileston
Accountancy at Thicket Rdg Ln, Jacksonville, FL

Vice President, Merrill Edge Prospect Conversion at Bank of America Merrill Lynch

Financial Services

Bank of America Merrill Lynch - Jacksonville, Florida Area since 2007 - Vice President, Merrill Edge Prospect Conversion University of Phoenix 2006 - 2007 - Facilitator Bank of America Merrill Lynch - Jacksonville, Florida Area 2005 - 2007 - Assistant Vice President, Relationship Management Group Merrill Lynch - Jacksonville, Florida Area 2000 - 2005 - Advisor Merrill Lynch - Greater Denver Area 1996 - 2000 - Supervisor - Merrill Lynch Financial Planning Support

Regis University 1996 - 1998
Master of Business Administration (M.B.A.), Finance and Accounting / Information Systems College for Financial Planning 2002 - 2004
Master of Science in Financial Planning (MSFP), Graduate Degree in Financial Planning Regis University 1994 - 1996
Bachelor of Science, Business Administration:Management College for Financial Planning 1996 - 1998
CFP(R), Financial Planning The American College 2000 - 2001
Chartered Financial Consultant (ChFC), Financial Planning Ocean County College 1982 - 1986
Brick Twp. High School 1978 - 1981

Series 7, IRS Enrolled Agent, Uniform Combined State Law, Retirement, Strategic Financial Planning, 401k Rollovers, IRAs, ETFs, Series 66, Series 9, Series 10, Certified Financial Planner, Personal Financial Planning, Income Tax, Retirement Planning, Investments, Socially Responsible Investing, Financial Advisory, Wealth Management, Personal Finance, Investment Advisory, Fixed Income, FINRA, Branch Management, Certified Public Accountant, Estate Planning

Lead Advisor Excellence Award
Merrill Edge
Award for managerial excellence in Merrill Edge Advisory Center
Special Achievement Award
Merrill Lynch
Development and implementation of advisor training and coaching program.
Special Achievement Award
Merrill Lynch
Successful creation and delivery of financial planning training program.
Advisory Excellence Award
Merrill Lynch
Award given for leadership and advisory excellence

Certified Financial Planner (CFP ®), CFP Board of Standards
Chartered Financial Consultant (ChFC), The American College
Enrolled Agent (EA), Internal Revenue Service
Certified Public Accountant (CPA), Massachusetts Board of Public Accountancy
NMLS Registered, Nationwide Mortgage Licensing System
Life, Health and Variable Annuity License, Florida Department of Insurance
Certified Special Needs Advisor (CSNA), Merrill Lynch